Claro Advisors LLC Purchases in Q1 2025

Claro Advisors LLC

  • $667 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
3.31K
New
$90.67 - $108.46 $300K - $359K
3.31K $300K
RDVY
First Trust Rising Dividend Ac

ETFs
5.77K
+ 8.47%
$57.22 - $63.39 $330K - $366K
74K $4.33M
FXO
First Tr Exchange Traded Fd Fi

ETFs
5.41K
New
$50.93 - $57.24 $276K - $310K
5.41K $286K
UBER
Uber Technologies, Inc

Technology
2.06K
+ 19.21%
$63.17 - $81.49 $130K - $168K
12.8K $931K
EIX
Edison International

Utilities
4.83K
New
$50.06 - $80.01 $242K - $386K
4.83K $284K
DHR
Danaher Corp

Healthcare
1.38K
New
$201.62 - $250.59 $278K - $346K
1.38K $283K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.53K
+ 20.13%
$67.03 - $74.61 $371K - $413K
33K $2.25M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5.15K
New
$47.66 - $57.45 $246K - $296K
5.15K $280K
ELV
Elevance Health, Inc.

Healthcare
485
+ 49.74%
$365.9 - $436.25 $177K - $212K
1.46K $635K
MOH
Molina Healthcare, Inc.

Healthcare
824
New
$266.57 - $333.27 $220K - $275K
824 $271K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.4K
New
$22.46 - $23.26 $256K - $265K
11.4K $264K
T
At&T Inc.

Communication Services
391
+ 0.89%
$21.56 - $28.28 $8.43K - $11.1K
44.3K $1.25M
MMYT
Make My Trip LTD

Consumer Cyclical
2.86K
New
N/A
2.86K $245K
GM
General Motors CO

Consumer Cyclical
6.24K
+ 81.11%
$45.22 - $54.92 $282K - $343K
13.9K $655K
TER
Teradyne, Inc

Technology
2.94K
New
$82.6 - $140.0 $243K - $411K
2.94K $242K
QCOM
Qualcomm Inc

Technology
1.54K
+ 21.17%
$151.94 - $175.86 $234K - $271K
8.83K $1.36M
YUM
Yum Brands Inc

Consumer Cyclical
71
+ 0.74%
$123.25 - $162.53 $8.75K - $11.5K
9.69K $1.52M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.85K
New
$45.92 - $47.58 $223K - $231K
4.85K $230K
SBAC
Sba Communications Corp

Real Estate
1.05K
New
$192.76 - $224.91 $202K - $235K
1.05K $230K
AEP
American Electric Power CO Inc

Utilities
257
+ 2.18%
$90.32 - $109.27 $23.2K - $28.1K
12K $1.31M
RGLD
Royal Gold Inc

Basic Materials
1.39K
New
$132.55 - $163.51 $184K - $227K
1.39K $227K
TRGP
Targa Resources Corp.

Energy
1.12K
New
$178.44 - $217.22 $200K - $243K
1.12K $224K
AFL
Aflac Inc

Financial Services
2.02K
New
$100.99 - $111.19 $204K - $224K
2.02K $224K
PSO
Pearson PLC

Communication Services
13.9K
New
$15.45 - $17.75 $214K - $246K
13.9K $222K
TT
Trane Technologies PLC

Industrials
755
+ 71.7%
$332.0 - $400.86 $251K - $303K
1.81K $609K
KC
Kingsoft Cloud Holdings LTD

Technology
15.3K
New
$9.15 - $20.81 $140K - $318K
15.3K $219K
DASH
Door Dash, Inc.

Communication Services
1.2K
New
$168.37 - $213.38 $202K - $256K
1.2K $218K
EEM
Ishares Msci Emerging Markets

ETFs
4.99K
New
$40.81 - $45.34 $204K - $226K
4.99K $218K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.79K
New
$69.81 - $78.9 $195K - $220K
2.79K $217K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.65K
+ 12.8%
$87.68 - $94.52 $145K - $156K
14.5K $1.36M
AXS
Axis Capital Holdings LTD

Financial Services
2.15K
New
$85.54 - $100.24 $184K - $216K
2.15K $215K
SSO
Proshares Ultra S&P 500

ETFs
2.6K
New
$80.57 - $100.21 $209K - $261K
2.6K $215K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.51K
New
$74.75 - $89.13 $187K - $223K
2.51K $209K
MSCI
Msci Inc.

Financial Services
371
New
$541.46 - $628.34 $201K - $233K
371 $209K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.58K
New
$80.53 - $147.57 $127K - $234K
1.58K $209K
SHEL
Shell PLC

Energy
2.86K
New
$62.84 - $73.29 $180K - $209K
2.86K $209K
ALLE
Allegion PLC

Industrials
1.6K
New
$123.79 - $135.5 $197K - $216K
1.6K $208K
MSI
Motorola Solutions, Inc.

Technology
474
New
$411.73 - $482.1 $195K - $229K
474 $207K
ZS
Zscaler, Inc.

Technology
1.04K
New
$181.66 - $216.87 $189K - $225K
1.04K $206K
AADR
Advisorshares Dorsey Wright Ad

ETFs
2.77K
New
$69.41 - $78.72 $192K - $218K
2.77K $206K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.69K
New
$120.24 - $134.3 $203K - $227K
1.69K $206K
XLV
Select Sector Spdr Fund Health

ETFs
1K
+ 14.55%
$137.61 - $149.68 $138K - $150K
7.87K $1.15M
XLF
Financial Sector Spdr

ETFs
2.41K
+ 4.26%
$47.32 - $52.19 $114K - $126K
58.9K $2.93M
FUTU
Futu Holdings LTD

Financial Services
1.98K
New
$75.13 - $123.56 $148K - $244K
1.98K $202K
ETSY
Etsy Inc

Consumer Cyclical
4.28K
New
$44.4 - $57.29 $190K - $245K
4.28K $202K
DUK
Duke Energy Corp

Utilities
210
+ 1.71%
$105.87 - $121.97 $22.2K - $25.6K
12.5K $1.52M
CMCSA
Comcast Corp

Communication Services
5.84K
+ 26.6%
$33.19 - $38.23 $194K - $223K
27.8K $1.02M
SNOW
Snowflake Inc.

Technology
1.46K
+ 97.06%
$146.16 - $192.78 $213K - $280K
2.95K $431K
HUN
Huntsman Corp

Basic Materials
12.6K
New
$15.79 - $18.04 $199K - $227K
12.6K $198K
Activity Summary
Buys All Purchases 305 New Holdings 70 Increased Positions 235 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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